The Trump-Xi summit scheduled for Beijing on 14-15 May is currently expected to proceed, though some uncertainty remains given the path of escalation following the…
May 11, 2026 - George Griffiths
What follows is an attempt to map a plausible near-term scenario around a Hormuz agreement, and to examine what it would actually mean beneath the…
April 29, 2026 - George Griffiths
If “off ramp” was on your geopolitical catchphrase bingo card last week, congratulations. The search for stabilisation, rather than outright victory, has quickly become the…
March 16, 2026 - George Griffiths
The Supreme Court’s ruling on IEEPA has subtly shifted the tariff debate from being largely constitutional to increasingly fiscal. IEEPA reportedly generated revenue in excess…
February 26, 2026 - George Griffiths
Increased stress across industrial and base metals appeared to emerge suddenly toward the end of last week, seemingly undermining an investment case that has been…
February 4, 2026 - George Griffiths
Davos served as confirmation of an emerging narrative, marking a clearer acceptance of what risk now represents in a world where fragmentation, persistent inflation, and…
January 26, 2026 - George Griffiths
The aluminium market is increasingly being shaped by power systems rather than feedstocks or headline capacity additions. The key divergence lies in how China is…
January 23, 2026 - George Griffiths
We proudly participated in the MRAI India event, showcasing our company and cutting-edge product portfolio while reinforcing our commitment to delivering innovative, high-impact solutions for…
January 23, 2026 - Carly Hughes
Tin: pricing power sits midstream, not at the warehouse London tin prices have moved beyond $52,000 per ton, reaching new highs even as visible exchange…
January 16, 2026 - George Griffiths